Getting Started
Learn the basics to help you get up and running with the InvestNext platform
10 articles

+1Written by Alan Mohan, Matthew Attou, Jay Krause and 1 other

Getting Started Training Video
This video will walk you through getting started in the InvestNext portal.Written by Alan Mohan. Updated over a week ago
How to Add/Update a Billing Method to Your Account
The following steps will describe how to add a credit/debit card to your account for billing purposes.
Written by Matthew Attou. Updated over a week ago
Setting up your admin profile
This article is going to cover the basics of building or editing your portal profile and preferences.
Written by Matthew Attou. Updated over a week ago
Sync Your Email With InvestNext
Integrate your email with InvestNext to send and track emails from within InvestNext.Written by Jay Krause. Updated over a week ago
Add internal users
This article describes how to add internal users on the InvestNext platform
Written by Matthew Attou. Updated over a week ago
How to submit a Feature Request?
Whether it be a brand new feature or improving existing functionality, what is the best way to share feedback with InvestNext?Written by Jay Krause. Updated over a week ago
How to get started as a Co-Sponsor
Set-up your new site as a cosponsor/Co-GP and start raising capital.Written by Jay Krause. Updated over a week ago